Switching

Switching CRMs is the worst part.
So we do it for you.

Every agent who hates their CRM stays for the same reason: the move sounds worse than the bill. For founding customers, we take the move off your plate entirely — send us your export, and we handle the rest while your follow-up keeps running.

Every reason you haven't switched, answered.

  • “My data is trapped in the old CRM.”

    We move it for you.

    Send us the export — kvCORE, BoldTrail, Follow Up Boss, Wise Agent, a spreadsheet, even PDFs or photos of sign-in sheets. We import your contacts, notes, and tags, clean them up, and hand you back a list of exactly what we found and fixed.

  • “Things will fall through the cracks mid-switch.”

    Your follow-up never pauses.

    The minute your contacts land, the AI Lead Concierge starts answering and qualifying new email inquiries in your voice — even while you're still finding the light switches. The move itself is covered by the product.

  • “I don't have time to learn a new system.”

    It's the 10% you actually use.

    ListingStack is deliberately lean: leads, contacts, listings, follow-up, documents, calendar. No 40-module enterprise maze, no admin certification. Most agents are working out of it the first afternoon.

  • “I'm still paying for my old CRM.”

    Run both until your renewal.

    There's no annual contract on our side, so you can run ListingStack alongside the old system until your renewal date — and then just not renew. Your switch happens on your timeline, not a contract's.

  • “What if it's not actually better?”

    Try it without a card.

    The Agent plan trial is 14 days, no card required. And your data stays yours either way — export your contacts to CSV anytime. If we're not better, leaving us is easier than leaving them.

Founding offer

Free white-glove migration.

Send us your export on a Tuesday, work out of ListingStack by Friday. We move your contacts, clean up the duplicates, wire your calendar, and send you a plain-English report of what came over. You keep selling houses.

Included for founding customers on any plan. See how we stack up feature-for-feature on the comparison page.

The honest FAQ.

  • What can you actually import?

    Any CSV export (every major CRM can produce one — kvCORE, BoldTrail, Follow Up Boss, Wise Agent, Top Producer), plain spreadsheets, and documents: PDF or Word contact rosters, open-house sign-in sheets, even photos of business cards. If a person's info is in it, we can usually get it in.

  • How long does the switch take?

    For founding customers we do the migration by hand, typically inside the same week — send your export on a Tuesday and you're working out of ListingStack by Friday. Bigger or messier databases can take a little longer; you keep selling the whole time.

  • What happens to new leads while I'm switching?

    That's the part we're proudest of: the AI Lead Concierge starts answering and qualifying new email inquiries from your site and open-house sign-ins as soon as your account is live — in your voice, around the clock. The usual week-one dead zone doesn't happen.

  • My database is full of duplicates. Will the mess come with me?

    No — cleaning it is part of the migration. We de-duplicate and normalize as we move your contacts, and send you the “here's what we found” cleanup list. You get that list free even if you decide not to stay.

  • Do I lose my notes and history?

    Contact fields, notes, and tags in your export come over. Honest caveat: most CRMs won't export their internal activity logs (every click and auto-text they ever logged) in a usable form — we bring over everything your old CRM lets out the door and tell you exactly what did and didn't make it.

  • Do I have to cancel my old CRM first?

    No. Most founding customers run both in parallel until their old contract's renewal date. Nothing about the migration requires touching your existing subscription.

  • What does the migration cost?

    For founding customers, nothing — white-glove migration is part of the founding offer. It won't stay free forever; it will stay free for everyone who joined while it was.

  • Does the concierge text my leads too?

    No — it works by email, and we say so plainly. Automated texting requires carrier A2P registration, and we'd rather do that properly than quietly break the rules. Tap-to-call and tap-to-text work on every phone number in your CRM.

  • What if I want to leave ListingStack later?

    No annual contract, and you can export your contacts to CSV anytime, yourself, from the app. We think the fastest way to earn trust in a switch is to make the exit door visible.

The move is our problem now.

Start the trial, or just reply to the email that brought you here — a one-line “let's do it” is enough to kick off your migration.